See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,578 | $159,901+7.9% | $146,958+17.4% | $145,922+18.3% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 11.82% | 98.13%-86.3pp | 418.34%-406.5pp | 561.29%-549.5pp |
| Employer contribution / active EE | $4,714 | $5,286-10.8% | $4,933-4.4% | $4,660+1.2% |
| Participant deferral / active EE | $9,960 | $8,428+18.2% | $8,070+23.4% | $6,688+48.9% |
| Admin fee / account holder | $1,837 | $15,044-87.8% | $12,998-85.9% | $13,397-86.3% |